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SBI Long Term Advantage Fund Series I Direct Growth-1.27%

21.25%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

SBI Long Term Advantage Fund Series I Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.04%
NAV₹17.83 (25 Jan 2021)
Fund Started04 Feb 2015
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
21.3%
4.6%
13.8%
6.8%
Category Average
16.4%
2.2%
16.2%
-
Rank Within Category
7
7
4
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 21.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.0%
Tube Investments Of India Ltd.AutomobileEquity5.8%
Reliance Industries Ltd.EnergyEquity5.7%
Elgi Equipments Ltd.EngineeringEquity5.6%
Larsen & Toubro Ltd.ConstructionEquity5.2%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.6%
ICICI Bank Ltd.FinancialEquity4.6%
Antony Waste Handling Cell Ltd.DiversifiedEquity4.2%
Sobha Ltd.ConstructionEquity4.2%
Dr. Reddy's Laboratories Ltd.HealthcareEquity4.0%
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SBI Long Term Advantage Fund Series I Direct Growth Details

SBI Long Term Advantage Fund Series I Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 04 Feb 2015. Rama Iyer Srinivasan, Nidhi Chawla is the Current Fund Manager of SBI Long Term Advantage Fund Series I Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 25 Jan 2021 is ₹17.83.

The SBI Long Term Advantage Fund Series I Direct Growth is rated Moderately High risk.

Investment Objective

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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